Advisory Agent, Member and Client Experience

Desjardins

. Welcome members and clients, listen to and address their needs, and support their financial empowerment .

Posted 10/16/2026part-timeOrmstown • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial products and services, providing personalized solutions and support to clients while ensuring compliance with security and risk management standards. Proficient in advising on technological tools and fostering business relationships through effective communication and customer focus.

Highest-signal resume keywords

Financial Products KnowledgeCustomer Service ExcellenceCompliance and Risk ManagementTechnological Tools ProficiencyBusiness Development Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial TransactionsAccount OpeningData IntegrationCounter Products KnowledgeConvenience Products Knowledge

Soft Skills

Effective CommunicationCustomer FocusAction OrientedSituational AdaptabilityNimble Learning

Tools & Technologies

Digital SolutionsTechnological Tools

Industry Keywords

Financial Services CooperativesService StandardsSecurity MeasuresLegal FrameworkInternal Controls

About the role

Key responsibilities & impact

Welcome members and clients, listen to and address their needs, and support their financial empowerment
Support and advise members and clients on financial products and services and promote available distribution channels
Open accounts and assist with financial transactions while offering personalized solutions
Identify business opportunities and refer members and clients to colleagues for specialized needs
Advise members and clients on digital solutions and technological tools
Ensure financial transactions proceed smoothly and address issues that arise
Provide information and support regarding technological tools, prevention and safety
Promote applications and technological tools that enable members and clients to complete transactions independently
Contribute to business development and maintain business relationships through service delivery and activities
Assist members and clients affected by fraud or irregularities; monitor and process related transactions
Stay current with standards, products and services
Uphold compliance, security and risk management standards

Requirements

What you’ll need

High school diplomas in a related field
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge of all counter and convenience products and services
Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and competitors
Knowledge of integrating data into systems
Knowledge of security measures, legal framework and internal controls
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of operating procedures related to convenience products and services and transactions
Knowledge of service standards
Action oriented; Communicates effectively; Customer Focus; Differences; Nimble learning; Situational adaptability; Tech savvy

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment